CAAS Principal

CLA is seeking a Principal to lead our Client Accounting and Advisory Services (CAAS) practice in New York City, NY. Our CAAS team helps our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs. This leader will lead a team of accounting and finance professionals to deliver outsourced accounting solutions to clients. The outsourcing team has experienced significant growth over the past few years, and this role will implement strategic initiatives to continue to grow the team and scale the outsourcing operations.

Responsibilities:

• Works with clients to set financial policy and is an active participant in, and driver of, the overall strategy.
• Leads financial administration, planning, and budgeting.
• Frequently partners with client's leadership on operational and strategic issues as they arise, providing recommendations based on financial analysis of projections, cost identification and allocation, and revenue/expense analysis.
• Oversees longer-term budget planning and cost management. Monitors progress of budgets and presents operational metrics and KPI's.
• Ensures staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.
• Accountable for identifying and implementing best practices related to the service(s) provided to add value to the client.
• Develops full knowledge of GAAP and deep understanding of financial and operational aspects of their specific industry.
• Ability to effectively and efficiently manage multiple client engagements. Builds strong client relationships and becomes a key member of client management team.
• Maintains knowledge of client's organizational policies and procedures, federal and state policies and directives, and current accounting standards.

Business Development Responsibilities:

• Ability to develop key external business network and becomes service and industry thought leader.
• Manage internal and external referrals through CRM.
• Interaction and coordination with internal client relationship leaders in the firm.
• Proposal writing and presentations.
  

Job Requirements:

• BA/BS degree required. Combination of related experience, education, and training may be accepted in lieu of degree.
• CPA licensure not required but highly preferred
• 8+ years of accounting and/or financial experience required.
• Experience in using personal and professional network for business development and proven record of building and managing teams through growth.
• General knowledge of accounting software.
• This position requires frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.

Compensation Strategy

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range.

The New York City posting range for this role is $300,000 - $500,000.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here.